Wealth Care Investment Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History

Wealth Care Investment Partners, LLC

$259 Million
Q2 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 38,921 shares of PVAL stock, worth $1.58 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

38,921

Previous 40,682 4.33%

Holding current value

$1.58 Million

Previous $1.55 Million 1.03%

% of portfolio

0.6%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$33.6 - $40.23 $59,169 - $70,845	-1,761 Reduced 4.33%	38,921 $1.57 Million
Q1 2025 Apr 22, 2025	SELL	$36.8 - $39.59 $79,708 - $85,751	-2,166 Reduced 5.06%	40,682 $1.55 Million
Q4 2024 Feb 03, 2025	BUY	$36.85 - $39.99 $2,690 - $2,919	73 Added 0.17%	42,848 $1.59 Million
Q3 2024 Oct 08, 2024	SELL	$35.03 - $37.94 $31,667 - $34,297	-904 Reduced 2.07%	42,775 $1.62 Million
Q2 2024 Jul 18, 2024	SELL	$34.2 - $36.59 $26,676 - $28,540	-780 Reduced 1.75%	43,679 $1.59 Million
Q1 2024 Apr 15, 2024	BUY	$31.03 - $35.73 $1,706 - $1,965	55 Added 0.12%	44,459 $1.59 Million
Q4 2023 Jan 18, 2024	SELL	$27.76 - $31.63 $9,716 - $11,070	-350 Reduced 0.78%	44,404 $1.4 Million
Q3 2023 Oct 10, 2023	BUY	$28.88 - $30.51 $1.29 Million - $1.37 Million	44,754 New	44,754 $1.31 Million
Q1 2023 Apr 10, 2023	BUY	$26.28 - $28.8 $1.43 Million - $1.57 Million	54,601 New	54,601 $1.52 Million

Others Institutions Holding PVAL

# of Institutions

150

Shares Held

53.6M

Call Options Held

Put Options Held

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Wealth Care Investment Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History